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Last month we discussed the importance of analyzing your clients to determine those with which you have the greatest success and satisfaction and those that were less profitable and suck the energy out of you. As discussed last month, for us it was working with middle market, entrepreneurial service companies. Our challenges were twofold: What to do with the clients that no longer fit our business model? How to expand our target markets opportunities?
February 21
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It's tax time again and I tend to get questions this time of year about reporting of benefits. Health plans that provide coverage to same-sex couples and domestic partners require some special consideration for tax purposes so let's review some of the key issues. The first is verification of status. Some employers voice to me concerns over asking for marital status for fear that requiring enrollees to identify potential same-sex partners is tantamount to discrimination. But
February 17 -
Here's a recent roundup of industry accomplishments. Check to see if a colleague is mentioned this week.
February 16 -
Nine in 10 life insurers surveyed recently are meeting producer demands with mobile technology initiatives, according to a new report issued by LIMRA, a worldwide research, consulting and professional development organization.
February 16 -
There’s no sense in denying it: Since its launch in 2004, Facebook’s effect on the Internet, the way we share and receive information, and the way we interact with one another has been profound and irreversible. I remember getting smacked with this reality once, as I updated my Facebook status while sitting in a movie theater waiting for “The Social Network” to start, and again as I watched a cable news report that invited viewers to
February 16 -
Insurers have spent years and years enduring negative criticism. Consumers may be changing their tune, at least according to 10,000 U.S. consumers surveyed for the 2012 Temkin Experience Ratings.
February 15 -
As more benefits advisers struggle to articulate their value proposition to their clients and prospects, many are realizing that being the access point to products is not the differentiating value that clients want or expect. Personally I have not thought that was the case for more than a decade. Clearly our clients need our advice, expertise and counsel. But given all the competition that exists, especially in the mid- to large-case market, that’s not enough in
February 15 -
Financial advisers have turned decidedly more optimistic about the markets prospects for 2012, according to an SEI Quick Poll. Nine in 10 of the advisers surveyed in early February, including bank advisors, say they expect a positive return for the S&P 500 in 2012, up 18% from a similar survey conducted in mid-January. More than six in 10, 63%, predicted gains greater than 5%, a sentiment that spread dramatically from just three weeks ago.
February 14 -
Six federal agencies have issued a final rule requiring insurers to provide to consumers at the time of enrollment a plain-English summary of benefits and coverage, and a uniform glossary of terms.
February 14 -
When it comes to creative, non-traditional benefits no idea is a bad idea. EBA contributor George Lane shares why your creativity could be the most valuable asset you can bring to your clients.
February 14
